How to: enable lookup for a field in 'Open in Excel' for Dynamics 365 Finance and Operations

Lookup in Excel comes from relations defined on the data entity, if there is no lookup in 'Open in Excel' then check the data entity.

Below is an example where item number doesn't have lookup. the data entity is 'SalesOpenSalesLineDiscountJournalLineEntity'

 
So to add the lookup, just create an extension for this data entity and add the relation with EcoResReleasedDistinctProductV2Entity.




Now you can have the lookup in Excel.


Comments

  1. Mohana priyaJune 20, 2024 at 11:14 PM

    For me the lookup is enabled only when the field is edit and got saved in excel, for the field which are not edited the lookup is not showing.
    Is this the correct functionality, Thank you in advance!

    ReplyDelete

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